Advantages of Independence

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Discover Why Our Independence Is To Your Advantage

As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek to pursue financial success on your terms. 

As independent investment advisors we have no obligations to investment product manufacturers and no cross-sell quotas or home-office directives that may lead to conflicts of interest. We spend our time developing customized strategies and options for the unique challenges you face. 

Our independence is supported by LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams.

With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as:

• Enabling technology
• Comprehensive clearing and compliance services
• Practice management programs and training
• Independent research

LPL Financial understands that providing Americans with objective investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide objective advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.

^{* As reported in Financial Planning magazine 1996-2018, based on total revenues.}